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References - Referrers

To create a new Referrer record, select the References ability in your MacPractice toolbar, then select the Referrer node. In the upper left corner of your MacPractice window, click the green plus sign to create a new record.
 
Once the new record is created, you can add any relevant demographic information under the Referrer Info tab. After entering the information, save the new record by going up to the Edit menu and choosing Save Record, or using the Command-S keyboard shortcut. After creating a Referrers record you will be able to add a referral to a patient.
 
Choose a Patient as a Referrer
To add a patient as a Referrer select the Choose Patient as Referral button from the Referrers Info tab.
ref_pat_as_referrer.png
 
A drop down window will appear allowing you to choose a patient as a referrer from your patient list. You can use the search field to search for a patient. When you have found the patient you wish to add as a Referrer, click OK. The patient's information will be pulled into the Referrer Info tab.
ref_pat_as_referrer_search.png
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    Jamie Minchow

    Article does not discuss Provider IDs Tab - needs updated screenshot